Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| iShares Core S&P 500 Index | 63,573 | 62,673 | -900 | 41,527 | 46,935 | 25.82% | +5,409 |
| State Street Technology Select Sector SPDR ST STR TECHN ETF | 0 | 24,513 | +24,513 | 0 | 4,670 | 2.57% | +4,670 |
| Travelers Companies(TRV) | 726 | 5,187 | +4,461 | 212 | 1,712 | 0.94% | +1,501 |
| iShares Core US Aggregate Bond | 123,843 | 131,303 | +7,460 | 12,294 | 12,996 | 7.15% | +702 |
| iShares Russell Mid-Cap Index | 54,312 | 54,127 | -185 | 5,281 | 5,971 | 3.29% | +691 |
| iShares Russell 2000 Index | 15,920 | 15,410 | -510 | 3,948 | 4,630 | 2.55% | +682 |
| Vanguard Total Bond Market | 169,234 | 178,648 | +9,414 | 12,462 | 13,115 | 7.21% | +652 |
| Vanguard Total International Stock | 78,170 | 77,720 | -450 | 6,028 | 6,644 | 3.66% | +617 |
| Apple(AAPL) | 17,681 | 17,539 | -142 | 4,486 | 5,075 | 2.79% | +589 |
| Alphabet C(GOOG) | 9,545 | 9,350 | -195 | 2,738 | 3,304 | 1.82% | +566 |
| iShares Core S&P Mid-Cap | 57,816 | 57,891 | +75 | 3,904 | 4,464 | 2.46% | +560 |
| Vanguard Short-Term Bond | 163,072 | 170,831 | +7,759 | 12,786 | 13,309 | 7.32% | +523 |
| iShares Core S&P Small-Cap | 21,146 | 21,151 | +5 | 2,629 | 3,137 | 1.73% | +508 |
| Vanguard Total Stock Market | 10,169 | 10,169 | 0 | 3,262 | 3,763 | 2.07% | +501 |
| Cisco Systems(CSCO) | 12,606 | 11,981 | -625 | 978 | 1,407 | 0.77% | +429 |
| Carpenter Technology Corp(CRS) | 0 | 400 | +400 | 0 | 247 | 0.14% | +247 |
| KLA Corporation(KLAC) | 150 | 1,500 | +1,350 | 221 | 453 | 0.25% | +232 |
| Intel(INTC) | 0 | 1,600 | +1,600 | 0 | 223 | 0.12% | +223 |
| Vanguard Short-Term Inflation-Protected Securities | 96,244 | 100,003 | +3,759 | 4,807 | 5,023 | 2.76% | +216 |
| Vanguard Information Technology INF TECH ETF | 0 | 1,776 | +1,776 | 0 | 212 | 0.12% | +212 |
| JPMorgan Chase(JPM) | 7,405 | 7,255 | -150 | 2,170 | 2,375 | 1.31% | +205 |
| UnitedHealth Group(UNH) | 1,516 | 1,471 | -45 | 410 | 611 | 0.34% | +201 |
| Caterpillar(CAT) | 383 | 383 | 0 | 271 | 408 | 0.22% | +137 |
| Berkshire Hathaway B | 4,704 | 4,704 | 0 | 2,237 | 2,354 | 1.29% | +117 |
| Vanguard S&P 500 | 1,148 | 1,148 | 0 | 685 | 788 | 0.43% | +103 |
| Union Pacific(UNP) | 4,082 | 3,982 | -100 | 983 | 1,085 | 0.60% | +102 |
| Alphabet A(GOOG) | 2,863 | 2,563 | -300 | 820 | 916 | 0.50% | +96 |
| Johnson & Johnson(JNJ) | 11,096 | 11,029 | -67 | 2,710 | 2,801 | 1.54% | +91 |
| Casey's General Stores(CASY) | 1,200 | 1,200 | 0 | 873 | 954 | 0.52% | +80 |
| State Street SPDR S&P 500(SPY) | 828 | 828 | 0 | 538 | 618 | 0.34% | +80 |
| PPG Industries(PPG) | 4,570 | 4,570 | 0 | 488 | 554 | 0.30% | +66 |
| Merck(MRK) | 7,854 | 7,854 | 0 | 944 | 1,009 | 0.56% | +65 |
| Qualcomm(QCOM) | 3,414 | 2,695 | -719 | 440 | 498 | 0.27% | +58 |
| Abbvie Inc(ABBV) | 1,465 | 1,465 | 0 | 311 | 369 | 0.20% | +57 |
| Norfolk Southern Corp(NSC) | 1,300 | 1,300 | 0 | 368 | 409 | 0.22% | +41 |
| Deere & Co(DE) | 663 | 653 | -10 | 374 | 414 | 0.23% | +41 |
| Vanguard High Dividend Yield | 3,955 | 3,955 | 0 | 586 | 625 | 0.34% | +39 |
| Aflac(AFL) | 3,690 | 3,690 | 0 | 405 | 433 | 0.24% | +28 |
| Home Depot(HD) | 7,868 | 7,392 | -476 | 2,581 | 2,607 | 1.43% | +27 |
| Vanguard FTSE Developed Markets | 3,649 | 3,649 | 0 | 234 | 260 | 0.14% | +26 |
| Coca-Cola(KO) | 4,597 | 4,597 | 0 | 350 | 374 | 0.21% | +24 |
| General Dynamics(GD) | 1,762 | 1,762 | 0 | 605 | 624 | 0.34% | +19 |
| Alliant Energy(LNT) | 4,185 | 4,185 | 0 | 300 | 319 | 0.18% | +19 |
| Ames National | 46,557 | 46,557 | 0 | 1,314 | 1,332 | 0.73% | +18 |
| Wells Fargo & Co(WFC) | 3,000 | 3,000 | 0 | 232 | 248 | 0.14% | +16 |
| Automatic Data Processing | 5,683 | 5,203 | -480 | 1,155 | 1,165 | 0.64% | +11 |
| Blackstone(BX) | 3,900 | 3,900 | 0 | 448 | 459 | 0.25% | +10 |
| Amgen(AMGN) | 595 | 595 | 0 | 209 | 215 | 0.12% | +6 |
| Microsoft(MSFT) | 15,856 | 15,736 | -120 | 5,865 | 5,870 | 3.23% | +5 |
| GOEPPINGER ENTERPRISES INC | 1,202 | 1,202 | 0 | 3,421 | 3,421 | 1.88% | 0 |
| BlackRock(BLK) | 564 | 561 | -3 | 542 | 539 | 0.30% | -3 |
| Air Products & Chemicals | 1,285 | 1,260 | -25 | 373 | 369 | 0.20% | -4 |
| RTX Corporation(RTX) | 2,228 | 2,228 | 0 | 430 | 423 | 0.23% | -7 |
| Stryker(SYK) | 665 | 665 | 0 | 218 | 209 | 0.12% | -9 |
| Walt Disney(DIS) | 2,524 | 2,244 | -280 | 243 | 216 | 0.12% | -27 |
| Abbott Laboratories | 2,325 | 2,325 | 0 | 240 | 211 | 0.12% | -29 |
| Sysco(SYY) | 4,725 | 3,525 | -1,200 | 337 | 295 | 0.16% | -42 |
| iShares Preferred and Income Securities | 9,400 | 7,450 | -1,950 | 285 | 227 | 0.12% | -58 |
| Verizon Communications(VZ) | 7,163 | 6,963 | -200 | 360 | 295 | 0.16% | -65 |
| Nike(NKE) | 5,497 | 5,412 | -85 | 290 | 222 | 0.12% | -68 |
| PepsiCo(PEP) | 3,020 | 2,938 | -82 | 469 | 398 | 0.22% | -71 |
| Visa(V) | 2,082 | 1,619 | -463 | 628 | 555 | 0.31% | -73 |
| Pfizer(PFE) | 15,942 | 15,027 | -915 | 447 | 364 | 0.20% | -83 |
| Wal-Mart(WMT) | 7,973 | 7,791 | -182 | 991 | 882 | 0.49% | -108 |
| AT&T(T) | 14,037 | 14,037 | 0 | 407 | 291 | 0.16% | -116 |
| Procter & Gamble(PG) | 8,777 | 7,550 | -1,227 | 1,267 | 1,107 | 0.61% | -160 |
| McDonald's(MCD) | 4,455 | 4,344 | -111 | 1,385 | 1,174 | 0.65% | -210 |
| Exxon Mobil | 8,765 | 8,765 | 0 | 1,491 | 1,198 | 0.66% | -293 |
| Chevron(CVX) | 8,492 | 8,372 | -120 | 1,763 | 1,388 | 0.76% | -375 |
| Travelers Companies | 4,571 | 0 | -4,571 | 1,333 | 0 | — | -1,333 |
| State Street Technology Select Sector SPDR ST STR TECHN ETF | 24,490 | 0 | -24,490 | 3,255 | 0 | — | -3,255 |